Horst & Graben Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
8,136
+4,439
+120% +$599K 0.18% 68
2025
Q1
$451K Buy
3,697
+1,680
+83% +$205K 0.08% 99
2024
Q4
$259K Buy
2,017
+136
+7% +$17.5K 0.05% 131
2024
Q3
$236K Sell
1,881
-249
-12% -$31.3K 0.04% 137
2024
Q2
$253K Buy
+2,130
New +$253K 0.05% 125